The Statements page shows the patient’s current statement, a history of past statements, and the tools you need to handle a collections submission.
Access: Visible to all staff types. Statement generation itself is StrataPT-managed. Practices don’t control the schedule or content, but can view, print, and re-send statements, and can flag an account as returned or sent to collections from this page.
How Statements Work
StrataPT identifies patient balances weekly and mails a statement to any account that qualifies. A balance must be above $10 to trigger a statement. A balance made up entirely of Point of Sale charges will not trigger a statement on its own - see Point of Sale.
The first statement goes out 30 days after patient responsibility is identified, if the balance is still unpaid. A second statement follows 60 days after the first (the 90-day mark) as a reminder. Each case is billed separately, so a patient with multiple cases could receive a separate statement for each one.
Statements vs. Balance Alerts: Statements are the formal, scheduled notice described here. Balance Alerts are a separate, more frequent nudge sent by text or email.
What’s on the Statements Page
View Current Statement Generates the patient’s current balance as a PDF, independent of the mailing schedule. Use this to hand a patient a statement on the spot, or to send one outside the normal 30/60/90-day cycle.
Historical Statements A list of every statement previously mailed to the patient. Each reflects the balance and information as it existed at the time it was sent — use them as a historical record only, not as a current balance. If no statements have been generated yet, this section will say so.
Collections Agency Submission Date A date field for recording when a patient’s balance was submitted to a collection agency. Enter the date and click Save. This updates the patient’s financial status and stops future statements from being generated for that balance — see Who Can Configure This below for what this does to reporting.
Returned Statements
If a mailed statement comes back from USPS as undeliverable, the patient’s financial status changes to Returned on the Patient Balance Report. No further statements are mailed while an account is in Returned status.
To resolve it: update the patient’s mailing address on their demographics page, then select Address Updated. Re-mail Statement from the Actions column on the Patient Balance Report. This triggers a new statement to the corrected address in the next cycle.
Warning: An account left in Returned status indefinitely will not receive further statements. Review the Patient Balance Report regularly to catch addresses that need correction.
Disabling Statements
Statements can also be turned off entirely, at the organization, payer, or patient level, rather than just paused for one billing cycle. Reach out to your Customer Success Manager for details on the full procedure at each level.
Front desk and billing staff can print or re-send a current statement, and can update the Collections Submission Date, directly from this page. Disabling statements at the organization or payer level requires assistance from your StrataPT Customer Success Manager. Practices cannot change the underlying mailing schedule or statement content; that’s StrataPT-managed. 
